David C Boyers Email ad0d82@r.postjobfree.com Cell 210-***-****

www.linkedin.com/in/david-boyers-mba-chfc-62666339

Victory Capital Management 07/2022 – Present

Wealth Specialist

Wealth Specialist Group

Wells Fargo Bank 01/2021 – 08.2022

Home Mortgage Consultant NMLSR/SAFE ID # 2115310

Mortgage consulting, application to closing, pre-underwriting, credit review and analysis.

Farmers Financial Solutions, LLC 09/2019 – 07/2020

Insurance and Financial Services Agent

Through Farmers agents, I have been working with individuals and business owners helping them plan for and navigate the road to retirement.

I can develop a plan through careful needs analysis and incorporating the information and implementing the plan.

My experience includes life insurance (personal, key person, estate), planning for business continuation, planning for retirement and estate preservation.

Underwriting for individual and group life and health insurance policies.

David C Boyers Farmers Insurance and Financial Services Agent 03/2015 – 09/2019

Agency Owner Agent/Insurance and Financial Services Agent

As an acquisition agent quickly built up the agency and maintained a leadership position in insurance and financial services.

Maintained and built a client base of personal insurance, commercial insurance, and other financial services clients including retirement planning needs.

Assisted less experienced Agents/Financial Advisers with complex accounts, and recommendations for marketing and business development.

Successfully built and personally managed P & C, life insurance, and financial services

Underwriting for individual and group life and health insurance policies.

United Capital LLC 04/2014 – 03/2015

Wealth Advisor

Responsible for working with clients’ investment portfolios and retirement plans, giving financial advice, as well as designing and implementing financial planning activities.

Establishing strong relationships with clients and successfully working closely with clients to develop a financial planning strategy tailored specifically to their needs.

Conducts extensive analysis of clients’ short and long-term goals, as well as risk tolerance, and develops comprehensive services that include retirement, insurance, and estate planning.

A strong believer in transparency and education of clients to make all decisions clear, identifying realistic goals regarding risk tolerance, and time horizons.

Once goals are defined and established, a recommended strategy is recommended to implement the plan.

Underwriting for individual life policies.

Investment Professionals INC. 08/2006 – 04/2014

Financial Consultant

Maintain a leadership position as one of the Top Producers for the Broadway Bank locations.

Successfully sell a broad range of products and services to business professionals and high-net-worth clients.

Conduct extensive analysis of clients’ short- and long-term goals as well as risk tolerance and develop comprehensive services that include retirement, investment, insurance, and estate planning. Consistently meet and exceed established goals and objectives.

Built a $23 million asset base through aggressive marketing and effective relationship building.

Won formal recognition for superior performance.

Underwriting for individual and group life and health insurance policies.

Master’s in Business Administration-Finance, Our Lady of the Lake University, San Antonio, Texas.

Bachelor of Science in Biosciences, The University of Texas at San Antonio, Texas

Licenses: Securities Series 7, 63, 65, 66 Texas Insurance Life; Property & Casualty

Financial Planning Titles: AAMS, ChFC, CLU